Latest Institutional Transactions on Simplify Exchange Traded Fds S (BUCK)
This table provides information on the latest institutional transactions involving Simplify Exchange Traded Fds S (BUCK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-844- 4.7% |
N/A
|
17.1K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.17K- 3.86% |
N/A
|
29K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.23K- 30.87% |
N/A
|
16.2K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.6K+ 41.41% |
N/A
|
25.9K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-9.54K- 26.31% |
N/A
|
26.7K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
28K+ 640.18% |
N/A
|
32.4K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-88.8K- 44.92% |
N/A
|
109K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
124+ 539.13% |
N/A
|
147
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.31K+ 4.31% |
N/A
|
31.6K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.5K- 49.18% |
N/A
|
1.55K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.73K- 13.82% |
N/A
|
10.8K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 15.24% |
N/A
|
69.7K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
461New |
N/A
|
461
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 43.77% |
N/A
|
49.4K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86.6K- 24.04% |
N/A
|
274K
$0
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$0
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14- 0.04% |
N/A
|
36.6K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
251+ 25100.0% |
N/A
|
252
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02KNew |
N/A
|
2.02K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-623- 6.18% |
N/A
|
9.46K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.8K+ 65.9% |
N/A
|
123K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.26K+ 88.24% |
N/A
|
6.96K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10.7K+ 447.27% |
N/A
|
13.1K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-765- 6.11% |
N/A
|
11.7K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
25.7K+ 13.7% |
N/A
|
214K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-6.69K- 23.14% |
N/A
|
22.2K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 16.71% |
N/A
|
49.3K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.75K- 4.74% |
N/A
|
35.2K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
46K+ 78.91% |
N/A
|
104K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
402New |
N/A
|
402
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.8K+ 35.96% |
N/A
|
86.2K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.93K- 25.17% |
N/A
|
8.7K
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
148KNew |
N/A
|
148K
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
166New |
N/A
|
166
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
29.8KNew |
N/A
|
29.8K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20New |
N/A
|
20
$0
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
36.2KNew |
N/A
|
36.2K
$0
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
99.2KNew |
N/A
|
99.2K
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.4KNew |
N/A
|
37.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
754+ 4.87% |
N/A
|
16.2K
$0
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
37New |
N/A
|
37
$0
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
900New |
N/A
|
900
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.8KNew |
N/A
|
29.8K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
58.3KNew |
N/A
|
58.3K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
40KNew |
N/A
|
40K
$0
|
|